13F Insight
DOSSIER · 13F Holders · Q2 2026
TPHD

TIMOTHY PLAN

103 institutions still hold TIMOTHY PLAN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432326·103 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$137M
visible holders
Holders
103
filers reporting
Concentration
26.53%
WESTWOOD HOLDINGS GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

103 institutions reported TPHD in Q2 2026. WESTWOOD HOLDINGS GROUP INC leads at 26.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$36M859K0.27%Q2 202602
LPL Financial LLC
CIK 0001403438
$26M617K0.01%Q2 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$17M412K10.27%Q2 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M145K0.02%Q1 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$6M139K0.05%Q2 202606
Coppell Advisory Solutions LLC
CIK 0001848433
$5M2K0.41%Q2 202607
CWM, LLC
CIK 0001535847
$4M106K0.01%Q1 202608
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M99K1.80%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M97K0.00%Q2 202610
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3M77K0.16%Q2 202611
OneAscent Financial Services LLC
CIK 0001780985
$3M76K0.15%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M76K0.00%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$3M64K0.00%Q2 202614
CARLSON FINANCIAL, INC.
CIK 0002134889
$3M61K1.31%Q2 202615
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M55K0.04%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M54K0.00%Q2 202617
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$2M49K0.02%Q2 202618
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$2M47K0.62%Q2 202619
First Heartland Consultants, Inc.
CIK 0001428793
$2M47K0.13%Q2 202620
Inspire Advisors, LLC
CIK 0001810558
$2M41K0.12%Q2 2026
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